Tax and bookkeeping

Silver

For when you can do the work, but you want to make sure its accurate.

Great for businesses that have employees to enter the transactions - we can review their work to ensure accuracy.

Starting at $229/month

Individual

Returns

1040 - $200*

No extra fee for itemizing

Includes 1 state return

Schedule D - +$125

Schedule E - +$150

Discounts will be given for early filing (February and earlier)*

Discounts will be given for filling out our Tax Organizar*

Business

Returns

Schedule C - $200

Form 1065 - $650

Form 1120/1120S - $750

Form 1041 - $450

Form 990 - $650

All forms include 1 state return

Advisory

Financial Advisory - $50 / hour

Management Advisory - $65 / hour

Tax Advisory - $85 / hour

Bookkeeping plans

Silver

 - Subscription to Quickbooks       Online Essentials 

 - Reconcile and Review all             bank and credit card                   accounts monthly.

 - Quarterly Financial Reports

 

 

 

 

 

 

 

 

You do the work, we make sure everything is accurate!

Starting at $229/month

 - Subscription to Quickbooks       Online Essentials

 - Bi-weekly Transaction Coding

 - Reconcile and Review all             bank and credit card                   accounts monthly.

 - Monthly Financial Reports

 - Shared Dropbox Folder for         Document Storage

With options for:

 - Payroll

 - Bill Pay

 - Cash Flow Forecasting

 - Sales Tax Filing

We'll take over from here!

Starting at $449/month

Gold

Platinum

 - Subscription to Quickbooks       Online Plus

 - Twice per week Transaction       Coding

 - Reconcile and Review all             bank and credit card                   accounts monthly.

 - Monthly Financial Reports

 - Payroll Processing

 - Bill Pay

 - Tracking Vendor w9s

 - Distribution of 1099s

 - Sales Tax Filing

 - Year End Review

 - Budget Assistance

 - Shared Dropbox Folder for         Document Storage

 With options for:

 - Cash Flow Forecasting

 - Tax Consulting

 - Project/Cost Tracking

Sit back. Relax.

We got this.

Starting at $699/month

Tax

 - Subscription to Quickbooks       Online Plus

 - Twice per week Transaction       Coding

 - Reconcile and Review all             bank and credit card                   accounts monthly.

 - Monthly Financial Reports

 - Payroll Processing

 - Bill Pay

 - Tracking Vendor w9s

 - Distribution of 1099s

 - Sales Tax Filing

 - Year End Review

 - Budget Assistance

 - Shared Dropbox Folder for         Document Storage

 - Cash Flow Forecasting

 - Tax Consulting

 - Project/Cost Tracking

 - One Business and One               Personal Tax Return prepared     and filed

 - Lightning fast response time     to any questions you have

Hakuna Matata.

Starting at $1099/month

Choose the package that fits your needs

CATCHING UP

Chances are that your record-keeping is a little behind.  That's why you need us, right? We give free consultations to help you understand where you're behind and how we can help. After you're caught up, we talk with you one-on-one to transition you into one of our tiered monthly plans, based on the scale of your business.

FAQ

Why do I need a bookkeeper?

Bookkeeping is a critical aspect of your business.  Tracking the progress or decline of your business helps you find solutions to problems that you wouldn't otherwise realize were there.  You also need to have accurate bookkeeping to report your taxes correctly, and make the most of your legal deductions to save money.

Why are bookkeeping plan prices "starting at"?

Our plans are specifically tailored to your business, and because of that our prices vary between clients.  Have a small business, one bank account, and only write a few checks a month? You'll be paying much less than the business with 10 accounts and over a hundred checks per month! 

How do you decide your bookkeeping prices?

We review your accounts and books and evaluate how much time will be spent on your keeping your accounts up to date per month. We then evaluate if you have any additional needs or requests and factor that into the price as well.

How do I get started?

Give us a call, or send us an email.  We'll then coordinate getting the documents that we need from you and then we'll begin working on your file right away!